Invesco Exchange W&p 500 Qualit equities shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Invesco Exchange W&p 500 Qualit equities (SPHQ) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Invesco Exchange W&p 500 Qualit equities
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Quarterly reported holdings in Invesco Exchange W&p 500 Qualit equities by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $403k | 6.7k | 60.42 |
| 2023-12-31 | $745k | 14k | 54.08 |
| 2023-09-30 | $348k | 7.0k | 50.04 |
| 2023-06-30 | $490k | 9.7k | 50.45 |
| 2023-03-31 | $2.2M | 47k | 46.56 |
| 2022-12-31 | $466k | 11k | 44.00 |
| 2022-09-30 | $438k | 11k | 39.76 |
| 2022-06-30 | $471k | 11k | 42.04 |
| 2022-03-31 | $621k | 13k | 49.88 |
| 2021-12-31 | $1.1M | 21k | 53.21 |
| 2021-09-30 | $423k | 8.7k | 48.50 |
| 2021-06-30 | $424k | 8.7k | 48.61 |
| 2021-03-31 | $387k | 8.7k | 44.37 |
| 2020-12-31 | $569k | 14k | 42.15 |
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